We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
NEPSIS NUGGETS
Nugget #4
May 1, 2025
Pessimism can be the enemy of opportunity. As the chart demonstrates, the stock market has a track record of recovering…
READ NEPSIS NUGGETS
Nugget #3
April 17, 2025
Investors panic and miss out on opportunities by selling when the market has a correction! Check out the chart below…
READ NEPSIS NUGGETS
Nugget #2
April 10, 2025
The first few months of 2025 have been turbulent. However, data from NDR actually shows this time period is comparable…
READ NEPSIS NUGGETS
Nugget #1
March 26, 2025
According to Bespoke, Bearish readings have exceeded 60% only 7 times since 1987 – February 2025 happens to be one…
READ
WHITE PAPER
Why Investors Should Not Follow Indexes
March 17, 2022
All indexes are not created equal. Most advisors and many astute clients are aware of the fact that over the last twenty years, equity mutual fund investors have not only failed to beat the market as defined by the S&P 500 but their fund managers have also trailed their chosen benchmark.
READ
WHITE PAPER
The Only Thing We Have to Fear is Fear Itself
September 22, 2021
This timeless quote delivered by President Franklin D. Roosevelt in his first inauguration speech at the depths of the Great Depression was made not to placate or appease us. It was a rallying cry used to set an agenda as to how we as a country were to respond to what at the time was the worst economic crisis we had ever faced.
READ
WHITE PAPER
Comparison is the Thief of All Joy
September 22, 2021
Constantly reminding ourselves that comparison in those areas will only discourage us from moving forward with our own life’s goals is a must if one desires to reach a state of Clarity.
READ